John Hancock Funds II Multimanager Lifestyle Balanced Portfolio (JILBX)
The fund normally invests approximately 40% of its assets in underlying funds that invest primarily in fixed-income securities and approximately 60% of its assets in underlying funds that invest primarily in equity securities. It may have an equity/fixed-income underlying funds allocation ranging between 70%/30% and 50%/50%. The fund may invest in various actively managed underlying funds that, as a group, hold a wide range of equity-type securities.
Fund Info
| ISIN | US47803V4995 |
|---|---|
| Issuer | John Hancock |
| Inception Date | Oct 13, 2005 |
| Category | Diversified Portfolio |
| Min. Investment | $0 |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
JILBX has an expense ratio of 0.20%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in John Hancock Funds II Multimanager Lifestyle Balanced Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
John Hancock Funds II Multimanager Lifestyle Balanced Portfolio had a return of 10.14% year-to-date (YTD) and 14.50% in the last 12 months. Over the past 10 years, John Hancock Funds II Multimanager Lifestyle Balanced Portfolio had an annualized return of 5.92%, while the S&P 500 had an annualized return of 10.85%, indicating that John Hancock Funds II Multimanager Lifestyle Balanced Portfolio did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.14% | 17.79% |
| 1 month | 0.74% | 0.18% |
| 6 months | 5.73% | 7.53% |
| 1 year | 14.50% | 26.42% |
| 5 years (annualized) | 6.74% | 13.48% |
| 10 years (annualized) | 5.92% | 10.85% |
Monthly Returns
The table below presents the monthly returns of JILBX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.24% | 2.49% | 2.71% | -3.06% | 3.08% | 0.87% | 2.29% | 1.57% | 10.14% | ||||
| 2023 | 6.24% | -2.69% | 1.63% | 0.58% | -1.48% | 3.80% | 2.27% | -2.14% | -3.58% | -2.78% | 7.11% | 2.29% | 11.08% |
| 2022 | -3.50% | -1.61% | -0.03% | -6.37% | 0.07% | -6.30% | 5.17% | -2.91% | -7.43% | 3.50% | 6.12% | -3.04% | -16.11% |
| 2021 | -0.07% | 2.16% | 1.45% | 3.10% | 0.98% | 1.00% | 0.42% | 1.32% | -2.51% | 2.99% | -2.07% | 2.34% | 11.50% |
| 2020 | -0.21% | -4.27% | -11.19% | 8.14% | 4.27% | 2.51% | 4.51% | 3.20% | -2.14% | -0.76% | 8.36% | 3.62% | 15.34% |
| 2019 | 6.17% | 1.96% | 1.05% | 2.05% | -3.26% | 4.41% | 0.34% | -1.03% | 0.75% | 1.52% | 1.70% | 2.22% | 19.07% |
| 2018 | 3.16% | -2.81% | -0.61% | 0.13% | 0.53% | -0.26% | 1.65% | 0.91% | -0.21% | -5.26% | 1.10% | -4.66% | -6.48% |
| 2017 | 1.97% | 1.86% | 0.79% | 1.14% | 1.40% | 0.57% | 1.83% | 0.26% | 1.26% | 1.21% | 1.25% | 0.67% | 15.16% |
| 2016 | -4.15% | -0.44% | 5.15% | 1.41% | 0.55% | 0.04% | 2.97% | 0.60% | 0.56% | -1.33% | 0.67% | 1.15% | 7.14% |
| 2015 | -0.65% | 3.65% | -0.49% | 1.20% | 0.44% | -1.45% | 0.44% | -4.23% | -2.43% | 4.68% | -0.13% | -1.78% | -1.09% |
| 2014 | -1.37% | 3.58% | -0.38% | -0.06% | 1.81% | 1.20% | -0.93% | 2.28% | -2.44% | 1.15% | 0.69% | -1.12% | 4.33% |
| 2013 | 2.95% | 0.29% | 1.65% | 1.55% | 0.49% | -2.22% | 3.48% | -1.44% | 3.41% | 2.63% | 1.12% | 1.38% | 16.18% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JILBX is 39, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for John Hancock Funds II Multimanager Lifestyle Balanced Portfolio (JILBX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
John Hancock Funds II Multimanager Lifestyle Balanced Portfolio granted a 2.52% dividend yield in the last twelve months. The annual payout for that period amounted to $0.34 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.34 | $0.33 | $1.42 | $1.63 | $0.91 | $1.33 | $1.25 | $1.20 | $1.00 | $1.07 | $0.48 | $0.45 |
Dividend yield | 2.52% | 2.67% | 12.31% | 10.60% | 5.96% | 9.47% | 9.62% | 7.89% | 7.04% | 7.49% | 3.12% | 2.94% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds II Multimanager Lifestyle Balanced Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.11 | |||
| 2023 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.18 | $0.33 |
| 2022 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $1.25 | $1.42 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $1.50 | $1.63 |
| 2020 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.80 | $0.91 |
| 2019 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $1.20 | $1.33 |
| 2018 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $1.10 | $1.25 |
| 2017 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $1.07 | $1.20 |
| 2016 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.86 | $1.00 |
| 2015 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.92 | $1.07 |
| 2014 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.06 | $0.00 | $0.00 | $0.33 | $0.48 |
| 2013 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.31 | $0.45 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the John Hancock Funds II Multimanager Lifestyle Balanced Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the John Hancock Funds II Multimanager Lifestyle Balanced Portfolio was 45.24%, occurring on Mar 9, 2009. Recovery took 453 trading sessions.
The current John Hancock Funds II Multimanager Lifestyle Balanced Portfolio drawdown is 0.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.24% | Nov 1, 2007 | 339 | Mar 9, 2009 | 453 | Dec 22, 2010 | 792 |
| -25.02% | Feb 20, 2020 | 23 | Mar 23, 2020 | 84 | Jul 22, 2020 | 107 |
| -22.75% | Nov 10, 2021 | 234 | Oct 14, 2022 | 438 | Jul 16, 2024 | 672 |
| -15.55% | May 2, 2011 | 108 | Oct 3, 2011 | 120 | Mar 26, 2012 | 228 |
| -13.67% | May 22, 2015 | 183 | Feb 11, 2016 | 126 | Aug 11, 2016 | 309 |
Volatility
Volatility Chart
The current John Hancock Funds II Multimanager Lifestyle Balanced Portfolio volatility is 2.40%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.